Privacy Policy

Effective date: November 9, 2026

1. Information We Collect

Information you provide directly:

• Account information: Name, email, phone number, brokerage, job title, and real estate license number — or, for loan officers, individual and company NMLS IDs and your company's legal name.
• Profile content: Headshot, brokerage logo, testimonials, bio, and brand colors you upload.
• Payment information: Processed by Stripe, Inc. We do not store your full card number.
• Open house lead data: Visitor names, emails, and phone numbers collected through your open house tools. This data belongs to you.
• Connected social accounts: If you connect a Facebook Page or LinkedIn account, we collect the account/Page identifier, account name, profile picture, and an access token issued by that platform. See Section 5 for details.
• Support communications: Messages you send to our team.

Information collected automatically:

• Usage data: Pages visited, features used, content generated, login timestamps, and session duration.
• Device data: IP address, browser type, operating system, and referring URLs.
• Cookies and local storage: See Section 6 for full details.
• Emails we send you: Our emails to account holders and people who asked to hear from us (product updates, weekly tips, setup reminders, and notes about missing profile details) include open and click tracking, and links back to our own sites carry a tag naming the email they came from. This tells us whether you opened the email, which links you used, and whether you then visited. We use it to improve our emails and to decide whether to follow up. You can block images in your email app to prevent open tracking, and unsubscribe from non-transactional emails at any time.
• Sign-in security: Failed sign-in attempts are counted against your account so repeated wrong PINs lock it temporarily, and we record the network address of sign-in attempts to block abuse. Platform administrators also receive an emailed sign-in code.

2. How We Use Your Information

• To provide, maintain, and improve the Service.
• To personalize your marketing content (social posts, market reports, listing materials, open house tools).
• To publish content to your connected Facebook Page and/or LinkedIn account when you schedule or authorize a post, and to retrieve performance data (such as reach, impressions, and engagement) for content published through the Service.
• To process subscription payments and manage billing.
• To send transactional emails (account setup, billing receipts, lead notifications).
• To send product updates and feature announcements, and automatic reminders when something missing from your profile is stopping a feature from working (you may opt out at any time).
• To detect and prevent fraud or violations of our Terms of Service.
• To comply with legal obligations, including tax reporting.

3. How We Share Your Information

We do not sell your personal information. We share it only in these limited circumstances:

• Service providers: Stripe (payments), Neon (database), Amazon Web Services (file storage), Render (application hosting), and email providers — each bound by confidentiality obligations.
• CRM integrations: If you connect a supported CRM (e.g., BoldTrail, Follow Up Boss, or HubSpot), we share your lead data with that platform as directed by you. If you connect Follow Up Boss or HubSpot, we also add your contacts’ activity on links you shared (for example, an article they read or a listing they clicked) to the records of people who are already in that CRM. We never add new people to your CRM this way, links are sent without their tracking codes, and you can turn this off in Settings.
• AI assistants you connect: If you connect an AI assistant, such as Claude (Anthropic), ChatGPT (OpenAI) or Gemini (Google), to your account, that assistant can access the account information it needs to do what you ask. This can include your plan, your contacts and how they engaged with your content, your listings and your open house sign-ins. The provider processes that information under its own terms and privacy policy. You choose whether to connect, what to ask, and when to disconnect. See Section 5A.
• Social media platforms: If you connect a Facebook Page or LinkedIn account, content you author or approve is sent to Meta or LinkedIn's APIs for publishing, and performance data is retrieved from those APIs, as directed by you. Their use of your information is governed by their own privacy policies.
• Legal requirements: We may disclose information if required by law, court order, or to protect rights, property, or safety.
• Business transfers: If Studio4Agents is acquired or merges, your information may transfer. We will notify you before your data becomes subject to a different policy.

4. Loan Officer Accounts and Shared Links

If you use the Service as a loan officer (Studio4Lenders), or share our articles through your personal links as any professional, the following also applies.

• What appears publicly: Your name, photo, company, contact details and licence or NMLS numbers are shown on the article pages and share images your links open, so readers know who is advertising. This information is visible to anyone who opens your link.
• Engagement we show you: When someone opens an article through your link, our publishing sites send us an anonymous record of the visit: the article, the channel (for example LinkedIn or email), the date, an approximate location (city, region and country) derived from the network address, and a one-way scrambled visitor code used only to avoid counting the same visit twice. We do not receive or store the reader's IP address, and we never tell you who an anonymous reader is. You only receive a reader's name and contact details when they choose to submit a question or form through your link.
• Weekly emails: Loan officer accounts may receive a weekly email with the article to share. Each one has an unsubscribe link, and you can also turn it off in your profile.
• Consent records for loan officer contact: When someone agrees to be contacted by a loan officer (for example by ticking a box on a guide form, sending a question to a sponsoring lender, or answering "Yes" to an introduction from their agent), we keep a record of that consent: the exact wording they agreed to, the date and time, the page it came from, their name and contact details, the loan officer and partner agent involved, and the network address and browser type it was sent from. We keep this record to show the person agreed to be contacted, and the loan officer only receives their details once they have agreed.
• Sponsor card activity: If you sponsor an agent, we show you how many times your half of their cards was viewed or tapped. These counts are anonymous.
• Optional business information: If you tell us roughly how many agents you work with, we use it only to tailor your experience and product offers.

4A. Professionals Who Contact Us or Download Our Guides

If you are a real estate or lending professional who sends us a question or downloads a guide from Strategies4Agents.com, Advice4Homeownership.com or studio4agents.com:

• We record where your request came from (the site, page, and any link or campaign tag, such as a LinkedIn post) and whether you appear to be a professional or a consumer, so your request reaches the right place and we can tell which guides and posts are useful.
• A guide download starts a short series of emails from Scott Gentry at Studio4Agents, as described on the form. If the same email address later opens a Studio4Agents account, the remaining series emails are cancelled and a few setup emails take their place until you have used the feature the guide covers. These emails include open and click tracking, and every one has an unsubscribe link. Unsubscribed or bounced addresses are checked before every send.
• We do not add you to consumer marketing sent by agents or loan officers.

4B. Business Professionals We Contact About Our Services

Strategies 4WARD LLC may email or message real estate agents, brokerages, loan officers and other businesses that work with them (such as attorneys, title, insurance, inspection, moving and staging companies) about Studio4Agents, Studio4Lenders and Studio4Partners. If you are one of them:

• We keep your business contact details (name, company, email, phone, city, type of business), where we got them, and our notes and emails to you.
• These emails include open and click tracking. Links in them, and in personal messages we send you (for example on Facebook or LinkedIn), to our own sites (studio4agents.com, studio4lenders.com and strategies4agents.com) carry a short private code or are a short personal link; we record when that link is opened. When you open one, that browser is connected to your record, and we see which of our pages you visit, about how long, and which parts of our public demo you try — including pages that browser visited on our sites before. We do the same if you sign up for an account or our email list with the same email address.
• When a Strategies4Agents page links you to Studio4Agents or Studio4Lenders, the link passes along that site's anonymous visitor ID so the two visits can be counted as one browser. On its own this does not identify you.
• We use this only to decide what to send you next (for example, information about the features you looked at, or a short question about what you need) and to improve our sites. It is not sold, not shared with other users, and never mixed into marketing that agents or loan officers send to consumers.
• We do not identify anyone by IP address or device fingerprinting, and browsers that send a Global Privacy Control signal are never connected to a person. The private code is removed from the address bar once the page opens.
• Every email has an unsubscribe link, which stops these emails; to stop messages, just reply and say so. To have your record and activity deleted, email sgentry@strategies4ward.com.

5. Social Media Account Connections

If you choose to connect a Facebook Page or LinkedIn account to the Service, you authorize us to act on your behalf within the scope of the permissions you grant during that connection (for example, publishing posts and reading engagement or performance metrics).

• Access tokens: We store the access token issued by Facebook or LinkedIn in encrypted form. It is used only to publish content you schedule or approve and to retrieve performance data for that content — never to post without your action or to access data outside the scope you authorized.
• Performance data: Where available from the platform's API, we retrieve metrics such as reach, impressions, likes, comments, shares, and clicks for posts published through the Service, and display them to you in your dashboard.
• Disconnecting: You may disconnect a social account at any time from Settings. Doing so revokes and deletes the stored access token immediately; previously retrieved performance data may be retained as part of your account history.
• Platform compliance: Our use of Facebook and LinkedIn data is subject to, and we comply with, the Meta Platform Terms and Developer Policies and the LinkedIn API Terms of Use, in addition to this Privacy Policy.

5A. AI Assistant Connections

You can connect your own AI assistant, such as Claude (Anthropic), ChatGPT (OpenAI) or Gemini (Google), to your account from Settings. Connecting one is always your choice. Nothing is shared with an AI provider unless you connect it.

• What goes to the AI provider: When you connect an assistant, the information it requests from your account to answer you is sent to that AI provider. That can include your contacts and their details (such as names, email addresses, phone numbers, notes, and how they engaged with links you shared), your leads and open house sign-ins, your listings, your planner and content library, and emails you have prepared or sent through Studio4Agents. The provider receives and processes that information under its own terms and privacy policy, not ours.
• When we share: Only after you connect that provider, only when the assistant requests it on your behalf, and only from your own account.
• What the connection never sends: Your password, PIN or sign-in codes; your CRM keys or other connected-account credentials; your billing or payment details; private tracking codes and sign-in tokens; and any other user's information, including other agents', loan officers' and sponsors' accounts and contacts.
• What it can do: Depending on the permissions you grant when you connect, a connected assistant can read your account and make changes you ask for, such as adding a note or logging a call. It cannot send emails or text messages to your contacts unless you approve them in Studio4Agents.
• Your contacts' information: When you ask about one person (for example, "brief me on Jane before my call"), the assistant receives that contact's details, including their email address and phone number, so it can help you reach them. Lists and searches show names and partial hints only, never full email addresses or phone numbers. Review your AI provider's settings, including whether your conversations are used to train its models, and use client information only as your consent records and applicable law allow.
• What we keep: Which assistant you connected and when, and a log of which tools it used and when. We do not store the questions you ask or the assistant's answers. Sign-in tokens are stored only in scrambled (hashed) form. We use these records for security, support and improving the feature, and keep them while your account is open.
• Disconnecting: You can disconnect at any time in Settings, or inside the assistant. Access ends immediately and no further information is sent. Information the provider already received is handled under its own policies.

6. Cookies and Tracking

We use cookies and browser storage to operate the Service. Here is exactly what we use:

We do not use third-party advertising cookies or sell your browsing data. Most browsers let you control cookies in Settings. Blocking essential cookies may prevent the Service from working.

7. Data Retention

We retain your account data for as long as your account is active. After cancellation, we keep your data for 90 days to allow reactivation, then delete or anonymize it — except where required by law (e.g., billing records for 7 years).

Open house lead data is retained until you delete it from your account.

Demo visits and Video Tour rewards. If you ask for a Video Tour discount code in our demo, we store the email address (and first name, if given) to send and honor the code, plus which demo tools were used. We email you only the code unless you tick the box to receive occasional Studio4Agents updates; every such update includes an unsubscribe link. Demo visit records are used to measure and improve the demo and are not linked to your name unless you ask for a code, join our email list, or opened the demo from a link in an email we sent you (see section 4B).

Reading activity. Engagement records connected to a contact are kept while that person remains in your contacts. Deleting the contact deletes them.

Information about other people that you collect through the Service (open house sign-ins, leads, questions and guide downloads attributed to you, and contacts you add) is processed on your behalf to provide the Service. We do not sell it or use it for our own marketing to those people, except for messages a person requests from us directly, such as a guide they asked to receive. Anonymous engagement records are kept in aggregate form for as long as your account is active.

Listing link and digital card counts. Listing links you share (studio4agents.com/l/…) pass through our site on the way to your listing page so we can count the tap. For each tap we record the time, which listing, which network or app it came from (from the link and the browser's referrer), which of your posts it was, and a one-way hashed form of the network address so repeat taps and your own taps can be told apart. We do not keep the address itself, set a cookie for this, or identify the person, except when the link was one you emailed or texted to a contact (see below). Automatic link previews (for example from Facebook or LinkedIn) are not counted. When someone opens your digital business card, we record the visit and which buttons they tap, using the anonymous visitor ID described in Section 6. Your broker-in-charge or brokerage administrator may see totals of these counts for you, never who your contacts are.

Engagement by your contacts. To help you follow up with the right information, the Service records how people in your contacts engage with what you send and share:

• Emails you send through the Service include open and click tracking (a small image and links that pass through our email provider's tracking address). Clicks made automatically by email security scanners are discarded.
• When you email one of your contacts through the Service, the email's reply-to lists your own address first and a second Studio4Agents address. If the contact replies, the reply reaches you as usual, and our mail provider passes us only the message's sender, recipients and delivery checks, never its text, subject or attachments. We record only that this contact replied and when, and we do not store the message. Replies from anyone other than that contact are ignored.
• Listing links in emails and texts you send a contact from the Service carry the same kind of private code. When they tap one, that tap is connected to that contact and shows on their timeline as interest in the listing.
• Links to Advice4Homeownership articles in emails and texts you send a contact include a short private code. When they open one, their reading on that site (pages, guides and calculators viewed, and roughly how long) is connected to that contact. The same happens after someone sends you a form on that site, including pages they read in that browser before reaching out.
• From this we show you topics a contact seems interested in and suggest follow-up emails, which are sent only after you review them or on a follow-up schedule you have turned on (for example, open house follow-ups). Contacts marked Do not contact, unsubscribed, or who said they are working with another agent are left out of ongoing marketing emails. These are signs of interest, not a determination of anyone's intent, and are never used for credit, insurance or housing-eligibility decisions.
• We do not identify anonymous visitors by other means (such as IP address or device fingerprinting), and browsers that send a Global Privacy Control signal are never connected to a contact. Contacts can unsubscribe from any email, and can ask us to stop at sgentry@strategies4ward.com.
• This information is visible only to you (the professional the person is a contact of), is not shared with other users, and is not sold. You agree to use it only to communicate with your own contacts and to honor their opt-out requests.

8. Security

We use encrypted connections (HTTPS/TLS), hashed credentials, per-account sign-in lockouts, emailed sign-in codes for administrators, and access controls. No method of transmission is 100% secure — we cannot guarantee absolute security and encourage you to use a strong, unique PIN.

9. Your Rights and Choices

• Access: Request a copy of your personal data.
• Correction: Update inaccurate information in your profile settings or by contacting us.
• Deletion: Request deletion of your account and data within 30 days, subject to legal retention requirements.
• Portability: Request an export of your data in a common format.
• Marketing opt-out: Unsubscribe from marketing emails at any time via the unsubscribe link. Transactional emails related to your account will continue.

To exercise any right, contact sgentry@strategies4ward.com.

10. California Privacy Rights (CCPA)

If you are a California resident, you have the right to know what personal information we collect, request its deletion, and opt out of its sale. We do not sell personal information. To submit a request, contact sgentry@strategies4ward.com.

11. Children's Privacy

The Service is for adults and licensed real estate professionals only. We do not knowingly collect personal information from anyone under 18. If we learn a minor has provided information, we will delete it promptly.

12. Changes to This Policy

We may update this policy from time to time, for example when we add features or when the law changes. When we do, we will post the new version on this page and change the effective date at the top.

If a change is material, we will also tell account holders by email or in-app notice. If a change would let us use information we already hold in a significantly different way than described when it was collected, we will notify you before applying it to that information, and ask for your consent where the law requires it.

Continuing to use the Service after a change takes effect means the updated policy applies to you. If you do not agree, you may stop using the Service and ask us to delete your account and data as described in Section 9.

13. Contact Us

Questions or requests? Contact us:

Strategies 4WARD LLC, operator of Studio4Agents
sgentry@strategies4ward.com
studio4agents.com

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